Taiwan Semiconductor to capture 67% foundry market share by 2025: IDC – Taiwan Semiconductor (NYSE:TSM)

International Data Corporation told the Taipei Times that it is looking forward to acquiring Taiwan Semiconductor Manufacturing Company. TSM Revenues are expected to increase by up to 25% in 2025 on the back of artificial intelligence (AI) applications and crypto mining technology.

IDC expects the global semiconductor industry to grow by 15% in 2025 and the international foundry market to increase by 20%.

According to IDC forecasts, the contract chipmaker is expected to capture a 67% share of the global foundry market in 2025, up 300 bps year-on-year.

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Under the broad definition of foundry, Taiwan Semiconductor’s market share could expand from 33% in 2024 to 36% in 2025, IDC told the Taiwan Times.

Zeng told the Taipei Times that the contract chipmaker is ramping up production of 3nm, 4nm and 5nm chips in the shortest production cycle to meet enthusiastic demand. Utilization of these technology nodes exceeded the 95% mark.

Zeng said Taiwan Semiconductor aims to add 70,000 advanced wafers per month by 2025, on top of its existing 2nm, 3nm, 4nm and 5nm chip production capacity.

IDC has high hopes for Nvidia Corp. NVDA The supplier will double its production capacity for advanced packaging technology (chip-on-wafer-on-silicon (CoWoS)) from 330,000 units in 2024 to 660,000 units in 2025.

IDC said Taiwan Semiconductor will begin mass production of 2nm technology in the second half of 2025, with small quantities shipped to Apple Inc. AAPL By 2026.

Taiwan Semiconductor’s sales in November 2024 increased by 34% to $8.55 billion. The company’s market share increased to 64.9% from 62.3% in the previous quarter, thanks to smartphone and AI-related demand for its 3nm and 5nm technologies.

Taiwan Semiconductor’s stock price has risen 89% since the beginning of the year.

Price Action: TSM stock was up 2.21% at a pre-market price of $195.70 at last check on Friday.

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